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Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.
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May 2013
01: Morning Thoughts: Urea, Weather
02: May 0203 Morning Notes: Weather, Urea, Stat Can
02: An Example of Relativity
03: Stat Can Initial Assessment
07: Imperfection vs Opportunity
07: Cash Sales Update - Top 2 Likes Dislikes by Crop
08: Margin Calculation
09: Pulse Notes
10: Highlights USDA Report
15: Seeding Observation
15: Durum Note
17: May1713: Durum Correction
19: Prairie Weather Assessment
19: Canada Canola Crush
April 2013
01: Old Crop Cash Sales Update
02: Morning Notes - Lentils, Barley, Wheat, Canola, Oats
03: Cash sales Advisory (old crop wheat, new crop canola/flax)
03: New Crop Cash Sales Update
03: From the Peanut Gallery: Wheat, Barley, Canola
04: Wheat - Standardizing New Crop sales at 25% all types
08: Morning Notes: Wheat, Durum, Barley, Lentil
08: Red Lentil Update
10: Thoughts USDA Report
11: Afternoon Thoughts: Beer Knowledge, Seeding Delay
12: Urea Note
12: Weather and Marketing
15: Morning Thoughts: Fert, Chickpea, Flax
16: Canada Canola Visuals
17: Afternoon Thoughts: Red Lentils, MB Budget, China Canola
17: Canada Lentil Pea Area Density
18: Evening Thoughts: Seeding, Red Lentil, Chickpea, Alberta SPE
19: Durum Area Density Map - Risks
23: Thoughts Ahead of Statcan
23: Fine Tuning Alberta's SPE
24: Stat Can Highlights
24: 2013 Area by Province (StatCan entire report from CANSIM)
24: Canada Area What-ifs
26: Morning Thoughts: Canola, Wheat,
28: Pending Psychology Change
March 2013
03: Sunday Night Notes
06: World weather relevant to W. Canada
08: USDA Report Take-Aways
10: Weekend Notes: Canary, Canola, Lentils, Peas, Barley
14: Morning Notes: Land, Lentil, Vegoil, Wheat, Canola
14: Q & A: When sales, wheat, lentils, chickpeas
16: Lentils Notes
17: Early Glimpse at Alberta’s Spring Price Endorsement
18: India Observation
20: Notes from Road - Red lentil, chickpea, canola, soyoil, wheat, barley
22: Random Thoughts: Seeding Delay Psychology
23: Crop Insurance Observations
24: Regional Canola 2012 Production Change
25: Evening Notes: Red Lentil, India, Canola, Oilseeds
26: Prairie Weather Notes
28: USDA Report - What Caught My Eye
31: Weekend Notes
February 2013
01: Market to Calendar
02: Take Aways of Today’s Egypt Wheat Buy
03: Observation on Chickpea & Yellow Pea
05: Feb0513: Raw Stat Can Supply Demand
05: Raw Feed Waste Dockage Data
05: Initial Notes
05: Stat Can Followup - Grains
06: Stat Can Follow-up - Pea Lentil Canary Mustard
08: Stat Can Followup: Canola Flax
08: USDA Report Take Aways - 1 hour after release
10: Chickpea Observations
11: Random Thoughts - Oats, Wheat, Weather
13: Feb1313: Morning Thoughts - What Now?
15: Can't Be Serious Everyday; Wheat Barley
19: Macros and Land - Thoughts and Perspective
20: Margin and Acreage Ideas - Changes since Oct
21: Morning Notes - Wheat, Lentils, Wheat, Oilseeds, Oats
21: Marketing Notes - Mustary Canary Recommendation
22: Morning Notes: Soy, Oats, Wheat, Chickpea, CAD
24: Crop Likes and Dislikes
26: Red Lentil Update - Uptrend slowly engaging
28: Wheat Notes
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